View from PIMCO’s Investment Committee

Group CIO Dan Ivascyn talks about being “respectful” of uncertainty, why a bond bear market is unlikely and the market implications of Trump’s pro-growth agenda.

The election results in the United States have created additional uncertainty both for economies and markets. During volatile times such as these, PIMCO’s Investment Committee meets even more often than usual to assess the implications for broad portfolio structuring. Here are some of the key topics we have been discussing in recent weeks.